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Top Resources for CRM & Sales Hub

  • Meeting scheduler and the new Appointment object

    • Is there any information on how the new "Appointments" object works together with the Meeting Scheduler? We want to keep track of our meetings (mainly digital ones), and we often use the built-in Meeting Scheduler for this purpose. I’m trying to find good ways to create workflows around bookings. For example, we want to make it visible in the Help Desk workspace when a meeting has been scheduled. Having a dedicated object for meetings could ...read more

  • Excluding contact if one property is equal to another

    • Hello, I can't seem to find a way to exclude contacts if the value in one property is equal to another property's value (in this case, if the company name is equal to the contact last name). Is there any way to do this action? ...read more

  • Dynamic Meeting Schedule Page depending on Contact Owner on Website

    • Hi everyone, a tricky question! I have tried to plan the process/logic to create a meeting router on our website but I am stuck at one specific point. The logic is that there is a Hubspot form embedded on the website where a lead can fill in contact information. Based on what they fill in, the form will redirect them to different scheduled pages with different meeting rotations (which is also supported using conditional logic). However, the ...read more

  • Exporting Contacts with Internal Values from Dropdowns

    • Is there currently a way to export the internal value of an enummeration field on a contact instead of the display value? For some of our ennumeration fields we are using IDs for the internal value and would like to export them as opposed to the display name. Also is there a way to copy the internal vaule of a ennumeration field to a single line text field ...read more

  • Connect more than one whatsapp business to hubspot

    • Can I connect multipe whatsapp business accounts to my hubspot account so that the sales team can have their own whatsapp number? ...read more

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sjudson on December 04, 2023
Ending Development for HubSpot's VSTO Sales Add-In
Summary Microsoft recently announced a new version of Outlook that does not support VSTO add-ins, and with that its intention to move away from the VSTO add-in framework entirely. This announcement naturally impacts the HubSpot Sales VSTO read more
Reply Discussion Announcement
14 upvotes
0 Reply
MSaurat on December 09, 2024
Help associate deal with primary company of contact
Hi, I've tried either looking at custom code or through the new association labels in worflows but I can't associate a deal to the primary company of the associated contact. Eg: Mr A working for company C made a Deal B. Currently the deal i read more
Reply Discussion Workflows
0 upvote
0 Reply
DerFabian on December 09, 2024
Main Contacts Card on Right Sidebar
Hello, I want to create a card in the company record view that shows only the "main contacts" of a company. I tried to achieve this by creating a new association between contact <> company and I labelled main contacts as such. read more
Reply Discussion Professional
0 upvote
0 Reply
Thompson_DHARMA on December 09, 2024
How reliable have you found auto contact merging to be?
Under Contacts > Manage Duplicates How is your experience using this feature? I have used it en masse out of necessity but sometimes when I scroll through the suggested merges manually I see things that make me wonder if it's that accurat read more
Reply Discussion Contacts
0 upvote
2 Replies
Thompson_DHARMA
Contributor
December 09, 2024
It's an Ops Hub feature. I assumed that Hubspot looked at IPs and phone numbers for matching but I'm beginning to wonder if they also match firstname...read more
Petter on December 09, 2024
How to save approval history on deals?
Hi community! I got a request from a client that they want to be able to save the approval history on a deal in the sales pipe. They have this function in Salesforce. See exampe in the attached screenshot. I have not found a similar f read more
Reply Discussion Deals
0 upvote
0 Reply
brandonschaefer on December 09, 2024
Need suggestion for transferring deal file attachments from Bigin to HubSpot
Looking for a few suggestions without having to build the API myself. Let me know.
Reply Discussion CRM
0 upvote
0 Reply
GJCLAW on December 09, 2024
Why was there no notifications for the forms
Why we were not receiving any forms notifications from 3rd December 2024 onwards? Can please help us to look into that?
Reply Discussion Forms
0 upvote
2 Replies
Jigar_Thakker
Key Advisor | Diamond Partner
December 09, 2024
Hi @GJCLAW The sudden lack of form notifications could be due to changes in notification settings, email deliverability issues, or updates to ...read more

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